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- Custodian
- Charles Schwab & Company ยท Citibank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2009
- Office Locations
- 1
Office Locations
About Pulver Capital Management LLC
Pulver Capital Management is a private capital manager for select investors, designing financial plans and tailored portfolios. The firm is research-driven and value-oriented, with an emphasis on asset allocation and risk management. Portfolios primarily use ETFs alongside public funds and U.S. government/agency bonds. Custody includes Charles Schwab and Citibank, and the team uses Tamarac.
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Investment Vehicles
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Owner & Executives
DANIEL JAMES PULVER
Chief Compliance Officer, Director, Managing Partner
- CRD
- #2093659
- Ownership
- 25% but less than 50%
TANYA LORRAINE PULVER
Director, Managing Partner
- CRD
- #2658849
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,294,506 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,294,506 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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